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Jan 15, 2013
01/13
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apple has been losing share to others, notably samsung in the smartphone business. apple does support a market cap, talking about having a large numbers law against you. then two things happened this weekend that crystallized my concern about this company that i think is perfect and loved so much, all in a 24-hour period. my eldest daughter texted me to ask me if i knew anyone at apple because she hated the new version of i tunes. i said i didn't like it either. she texted back that none of her friends like it. she said it stinks. then i went to the verizon store and my tech guy who knows how much i like apple said apple is going down the wrong path, charging more for a product that is not superior to samsung's phone with google software, of course, and that in many ways the samsung phone was superior. i was stunned. so that night when i saw my daughter for dinner i mentioned this interchange and unleashed a barrage of anti-apple invective, everything from how they can care less about anyone that owned old products he a different colors because they were the virtual
apple has been losing share to others, notably samsung in the smartphone business. apple does support a market cap, talking about having a large numbers law against you. then two things happened this weekend that crystallized my concern about this company that i think is perfect and loved so much, all in a 24-hour period. my eldest daughter texted me to ask me if i knew anyone at apple because she hated the new version of i tunes. i said i didn't like it either. she texted back that none of her...
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Jan 2, 2013
01/13
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samsung electronics jumped 3.6% to another lifetime high. pasco up more than 3% boosted by upbeat chinese data. the steelmaker leading a consortium to buy a 15% stake in a canadian iron ore firm. in australia, optimism over the u.s. sent the asx 200 to a 19-month high. hopes of china's recovery. the ceo sounded a warning bell saying the current rally we're seeing, iron ore prices won't last. and china's official pmi data showed manufacturing activity expanded at a modest pace in november, matching december's seven-month high at 50.6. we'll see how chinese stocks reacted when the market reopens this friday. and that's also when japanese markets come back from holidays. meanwhile, india's pmi jumped to the highest level in six months. the sensex gaining about .7%. back to you. >> thanks for that. you would see the extended offer until january 10. in europe, just over an hour and, what, ten minutes into the trading day 9-1. on the front foot this first trading day of the year, pretty good gains for the year. the ftse was an underperformer along
samsung electronics jumped 3.6% to another lifetime high. pasco up more than 3% boosted by upbeat chinese data. the steelmaker leading a consortium to buy a 15% stake in a canadian iron ore firm. in australia, optimism over the u.s. sent the asx 200 to a 19-month high. hopes of china's recovery. the ceo sounded a warning bell saying the current rally we're seeing, iron ore prices won't last. and china's official pmi data showed manufacturing activity expanded at a modest pace in november,...
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Jan 24, 2013
01/13
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>> from >> samsung is the front-runner. apple said we're just pulling the string. >> no way. apple just sold 2 million apple tv units and they call that a hobby. >> we have to disagree on this one because, unfortunately, we've run of tv time. >> how familiar does this sound to you? >> we're not going to see higher taxes. i don't think anybody thinks it's a good idea. >> but he said that before, right? and look what happened. house majority eric cantor speaking with maria from the world economic forum in davos, spids land, "x." >> billion air investor george soros is sounding alarm on a currency war. he made big bucks shorgt the british pound. may want to pay close attention to what he's saying right now. maria's first cnbc interview on him coming up. stay tuned. (announcer) at scottrade, our clients trade and invest exactly how they want. with scottrade's online banking, i get one view of my bank and brokerage accounts with one login... to easily move my money when i need to. plus, when i call my local scottrade office, i can talk to someone who knows how i trade. because i d
>> from >> samsung is the front-runner. apple said we're just pulling the string. >> no way. apple just sold 2 million apple tv units and they call that a hobby. >> we have to disagree on this one because, unfortunately, we've run of tv time. >> how familiar does this sound to you? >> we're not going to see higher taxes. i don't think anybody thinks it's a good idea. >> but he said that before, right? and look what happened. house majority eric cantor...
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Jan 3, 2013
01/13
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samsung electronics is expected to post its q4 earnings guidance. that's all on the agenda in asia. but what investors are to do with what we've got so far this year? joining us now, nicholas. these are the classic risk off day yesterday. how do you categorize it and what it means for -- >> well, i mean, obviously, you know, i think it's important to be clear that this was a rally not based -- based not on what the deal did, but what the deal undid. clearly, the good news is that the u.s. americansfully avoided an even bigger fiscal issue. but, you know, i think clearly it shows how low we've actually sunk in the realm of investors expectations when the markets are actually rallying on essentially muddling through. and this is a well trodden path. it's a fairly familiar tale. and we've obviously seen it in the eurozone time and again. it's important -- it is important to say that we have averted what could have been a catastrophic fiscal sweep. and this is what the markets are focused on. the markets are focused on the growth picture. they're not focused or at least certainly for th
samsung electronics is expected to post its q4 earnings guidance. that's all on the agenda in asia. but what investors are to do with what we've got so far this year? joining us now, nicholas. these are the classic risk off day yesterday. how do you categorize it and what it means for -- >> well, i mean, obviously, you know, i think it's important to be clear that this was a rally not based -- based not on what the deal did, but what the deal undid. clearly, the good news is that the u.s....
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Jan 23, 2013
01/13
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samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a circle, a vicious cycle down, chart became your enemy and that means the same people who had raised their price targets on the way up are now busy cutting them on the way down. and there'll be many, many more heard from tomorrow morning. sellers have been taking profits or losses, frankly, if they bought it too high either because they're trying to follow the discipline of not turning a gain into a loss, that's what i did for my charitable trust, follow along. we cut our position in half so we could play with the house's money. still stings, though, but you might have been a seller at the end of last year. you
samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a circle, a vicious cycle down, chart became your enemy and...
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Jan 25, 2013
01/13
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and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most important call of the week. and it might be when you can start buying apple if it hasn't bottomed by then. not that i want you in it but people do keep asking me. and please understand that apple is going from growth stock to value stock and that's often an ugly journey. okay? there's clip joints along the road and a lot of speed traps you know, the with r5idar guns. thursday is a day made for "mad money." and we think lightning could strike, possibly more than once. we have said recently that three companies who are reporting today, dst, fortune, and manitowoc all should take action to bring out v
and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most...
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Jan 25, 2013
01/13
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real demand, competition from other companies, gross margins, something made by a samsung, for heaven's sake. i thought they were like a steel company. the stock is reacting to how much money is being made on each item. the dreaded nitpick of gross margins. that mundane, nasty number that its inferiors, competitors are suddenly making superior product at least in the minds of some of the less savvy consumers out there, the superior. what must be really galling to apple is the fact these analysts actually think they need ammo to stay positive, ammo to do something as simple as breathing, which is to reiterate the buy ratings. i can see tim cook turning to his colleagues, genuinely puzzled, saying, it's as if we have to come up with something breakthrough, something dazzling for them beyond what's obvious, which is how great we are. but at some point, your company's products may face genuine competition. in many places on earth, other companies may be taking share, which is what's happening with that nasty little samsung phone. or you might have product lines in decline like the ipod, but
real demand, competition from other companies, gross margins, something made by a samsung, for heaven's sake. i thought they were like a steel company. the stock is reacting to how much money is being made on each item. the dreaded nitpick of gross margins. that mundane, nasty number that its inferiors, competitors are suddenly making superior product at least in the minds of some of the less savvy consumers out there, the superior. what must be really galling to apple is the fact these...
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Jan 31, 2013
01/13
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apple has real competition from samsung, with an android operating system from the visionaries at google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. it's no longer the only game in town. amazon's total addressable market if it can perfect same-day delivery, which it is going to do with all of these warehouses, is literally all of retail, everything, everything sold at costco, walmart, supermarket, department store, food store, hardware store around the globe. maybe one day amazon will sell houses and boats if u.p.s. can figure out a way to deliver them. the addressable market may be no larger than the personal computer and cell phone replacement segment. and many think in a few years, those markets will be saturated. nobody will be able to get the c
apple has real competition from samsung, with an android operating system from the visionaries at google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. it's...
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Jan 3, 2013
01/13
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if apple speeds up their product portfolio to counter companies like samsung that will put a rocket engine under apple there. >> yes, it will get people to buy these products, gene, but my concern as an invest certificate argument to be made is that after, what six months or so, then that's when you start getting savings in terms of sol automatic from any new products you start shortening these cycles you can won't get that scale that they have had with past products. gene? >> a fair concern. if you look at the street estimates for margin, 42% for 2013, 45% for the last cycle. in some ways, guidance about gross mar joins anticipate what you talked about. >> apple doesn't quickly obsolete its older products. the slightly older products become what occupies the lower cost slot. by speeding up releases, maintaining the older products in the market and achieving mar jirn on them, just reducing their subsidy. air. chiefing margin on them but selling them at a lower cost, the impact net net on margins is lower. doesn't solve the are margin problem, sasha. >> 63% upside from here. does that keep
if apple speeds up their product portfolio to counter companies like samsung that will put a rocket engine under apple there. >> yes, it will get people to buy these products, gene, but my concern as an invest certificate argument to be made is that after, what six months or so, then that's when you start getting savings in terms of sol automatic from any new products you start shortening these cycles you can won't get that scale that they have had with past products. gene? >> a...
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Jan 22, 2013
01/13
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they are probably using it as leverage against the samsung and hdcs to make sure they are delivering the right kinds of products that consumers want. >> one of the other questions is they have a bucket load of cash running into the billions of dollars, right, herb? the question is what are they going to buy next? >> i know what i think they should buy next and know what they should not buy next. rocky and i have talked about on what they should not buy next and where this comes up with is why people would think they would go out and buy a groupon is absolutely beyond me unless they could get it for next to nothing, virtually next to nothing. you agree with me on that one, rock me. >> even if you get it for next to nothing, there's 10 plus million people at group on. >> i think they should buy linkedin and the reason is because on the social media side linkedin is very grown up, and it's a very high quality, high demographic group of people. i've been writing there for the past week or two, stunned by the level of the quality of the comments and the type of people who are reading thei
they are probably using it as leverage against the samsung and hdcs to make sure they are delivering the right kinds of products that consumers want. >> one of the other questions is they have a bucket load of cash running into the billions of dollars, right, herb? the question is what are they going to buy next? >> i know what i think they should buy next and know what they should not buy next. rocky and i have talked about on what they should not buy next and where this comes up...
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Jan 8, 2013
01/13
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about 70% of samsung's profit comes from its mobile division. that's where it recently overtook apple in smartphones there. also u.s. regulators want those nice, quiet, hybrid vehicles to make a little noise. that's according to the national highway traffic safety administration. those cars don't make enough noise which presents a danger to pedestrians and cyclists. the proposed rule would require noise when the vehicles travel under 18 miles an hour. >>> and the greek prime minister is meeting with german chancellor angela merkel this morning. he's in berlin to update german officials on recent progress, battling its debt problems. he told reporters that his country is delivering on his promises. >> and the nfib's latest read on the economy and small business is out. senior economics reporter steve liesman joins us with the details and a special guest. >> thanks very much, andrew. following the second biggest decline in the history of the nfib survey the small business optimism gaining a scant, wait for it, half a point in december. the decline
about 70% of samsung's profit comes from its mobile division. that's where it recently overtook apple in smartphones there. also u.s. regulators want those nice, quiet, hybrid vehicles to make a little noise. that's according to the national highway traffic safety administration. those cars don't make enough noise which presents a danger to pedestrians and cyclists. the proposed rule would require noise when the vehicles travel under 18 miles an hour. >>> and the greek prime minister...
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Jan 26, 2013
01/13
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it is the big market for chips nowadays is not companies like ibm, for example, it's companies like samsung and cell phone makers. and when bad times hit the cell phones shut down and all of a sudden we used to ship 10 million units a quarter and we ship none. it's the whim of the consumer, not the whim. what the consumers do based on the economy feeds right on back to you very quickly. and you can't predict it. we don't know when the economy's going up or down, and we're the tail on the dog. we really get whipped around. >> what worries me here is -- couple worries. one, i always thought you ran a lean company. always. i've been proud of it in lean. then it turns out you're saying you've got a lot of fat and you're going to get rid of a lot of people. which is it? >> we've always been lean, and we're lean now. we are making some cuts that we have to make that are structural that we're getting rid of a division and we're basically loading the work of that division onto the other three division managers. but we're all going to work more hours. we weren't fat. i'm not going to say we're fat.
it is the big market for chips nowadays is not companies like ibm, for example, it's companies like samsung and cell phone makers. and when bad times hit the cell phones shut down and all of a sudden we used to ship 10 million units a quarter and we ship none. it's the whim of the consumer, not the whim. what the consumers do based on the economy feeds right on back to you very quickly. and you can't predict it. we don't know when the economy's going up or down, and we're the tail on the dog....
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Jan 31, 2013
01/13
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. >> samsung -- >> it's all good. we want to run business applications so our customers take better care of their customers. so they can provision applications on the mobile, make their customers happy and we secure those devices and those transactions so our customers are best-run businesses. my thing is the knowledge company. >> okay. >> if you think about the cloud big data and mobile and knowing more about the end-to-end value chain on how to connect with that customer, than any other company in the world, that's the knowledge company. that's s.a.p. >> so the knowledge company even works in an atmosphere like europe where obviously your numbers are as if europe's doing well. what happens to your numbers if europe actually does well itself? >> they go even higher. i mean, we grew 13% in europe. we grew five times faster than our nearest competitor. we're taking share from everybody. and if you look at our competitors, why are they losing? >> jim, why are they losing? >> why are they losing? because the eye has to b
. >> samsung -- >> it's all good. we want to run business applications so our customers take better care of their customers. so they can provision applications on the mobile, make their customers happy and we secure those devices and those transactions so our customers are best-run businesses. my thing is the knowledge company. >> okay. >> if you think about the cloud big data and mobile and knowing more about the end-to-end value chain on how to connect with that...
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Jan 19, 2013
01/13
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knows that the customer's always right but seems to have the wrong customers, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will get better or somehow do they just know it? and if they do know things will get better, please tell me how. i certainly believe in hope. in the end, if you're investing, i say hope should be part of the equation. you can hope that the ravens beat the belichicks and bradys and sunday, we need more facts to get more bullish from here. and the sooner we get them, the more positive i'll feel about the stocks after the run they've had. stay with cramer. >>> keep up with cramer all day long. follow @jimcramer on twitter and tweet your questions #madtweets. [singing] hoveround takes me where i wanna go... wher
knows that the customer's always right but seems to have the wrong customers, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will...
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Jan 31, 2013
01/13
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what more could the man have done realistically against samsung sand apple? anything could have done yesterday to have held that stock up? >> to be very fair, you were right, he was dealt a very difficult hand when he stepped into this role. he has been -- he has done what he could with a very bad lot. however, however, i think the market is against him. you mention $70,000 apps, simon, but there are some that are missing and it becomes a chicken and egg type thing, people will come to them only if certain apps are there and if -- if those apps -- if people come, the apps probably will come. necessary a very tough position and i think he's done the best co-with a very difficult hand. >> last question, you know, some argue that maybe their best foot forward would have been to put the keyboard -- the q up first. targeting the people waiting for a new keyboard device for a while would that have mattered? >> i think there is blackberry loyalists do stay for the keyboard alone. there is something to be said for that, but that is coming likely in april. it is what
what more could the man have done realistically against samsung sand apple? anything could have done yesterday to have held that stock up? >> to be very fair, you were right, he was dealt a very difficult hand when he stepped into this role. he has been -- he has done what he could with a very bad lot. however, however, i think the market is against him. you mention $70,000 apps, simon, but there are some that are missing and it becomes a chicken and egg type thing, people will come to...
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Jan 7, 2013
01/13
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real quick, samsung? i read that they may have, at least the gossip is, they may have a screen that won't break? it's a flexible screen? i'm excited if this is true. >> yes, so samsung has a huge product announcement and a lot of innovations. they're going to be showing off flexible displays. small and large, so smart phone and tv. but they're going to have a brand new product and i think that will be probably the most applicable thing to the earnings on samsung over the next year or two because it will go to market. >> brian white, thank you for w joining us this morning. >> coming up, several stocks on the move this morning. we'll check in with jim cramer at the new york stock exchange. that's nextment ♪ ♪ ♪ [ male announcer ] don't just reject convention. drown it out. introducing the all-new 2013 lexus ls f sport. an entirely new pursuit. [ male announcer ] how do you make 70,000 trades a second... ♪ reach one customer at a time? ♪ or help doctors turn billions of bytes of shared information
real quick, samsung? i read that they may have, at least the gossip is, they may have a screen that won't break? it's a flexible screen? i'm excited if this is true. >> yes, so samsung has a huge product announcement and a lot of innovations. they're going to be showing off flexible displays. small and large, so smart phone and tv. but they're going to have a brand new product and i think that will be probably the most applicable thing to the earnings on samsung over the next year or two...